Syncing Invoices with Wise-Sync

In this video we will review the process to complete your first sync with Wise-Sync.

Sync Invoices to QuickBooks Online

1. Navigate to ConnectWise PSA > Finance > Accounting Interface > Unposted Invoices 
2. Select all pending invoices > Actions > Update GL Entries  
3. Navigate to Wise-Sync  
4. Click Sync Invoices button  

Wise-Sync will attempt to sync all invoices which are in the Accounting Interface Unposted Invoices screen to QuickBooks Online.   

ConnectWise PSA Today Screen Tab 

1. Navigate to Wise-Sync > Account > Options 
2. Tick Real Time Sync Enabled 
3. Return Account > Details and click Test Connection  
4. If successful connection, click Save  
5. Navigate to ConnectWise PSA > Favorites > Today Screen 
6. If Wise-Sync Tab is not showing 
7. Reload ConnectWise PSA Today screen in a new Tab 
8. If still not showing, select Settings Cog and add Wise-Sync  

Activate Real Time Sync 

1. Navigate to Wise-Sync > Companies > GL Owners Tab 
2. Tick box “enable Autosync” 
3. Click Save 

From this point forward, invoices which are moved into a closed invoice status in ConnectWise PSA will be immediately synced to QuickBooks Online.  

• Getting Started
• Adding Account Numbers
• Connecting Wise-Sync to PSA
• Connecting Wise-Sync to QBO
• PSA Updates for syncing with Wise-Sync
• Syncing to QBO with Wise-Sync